Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,030
shares
|
$632,852
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
2,027
shares
|
$631,917
0.19% of portfolio
|
Q1 2024
Reduced 51.32%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,027
shares
|
$631,917
0.22% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,021
shares
|
$630,046
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
2,021
shares
|
$630,046
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
2,020
shares
|
$629,735
0.08% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
2,018
shares
|
$629,111
0.2% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Karani Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,016
shares
|
$628,488
0.58% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,015
shares
|
$628,176
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
2,012
shares
|
$627,241
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
2,010
shares
|
$626,617
0.2% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
2,009
shares
|
$626,305
0.35% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,007
shares
|
$625,682
0.09% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
2,007
shares
|
$625,682
0.52% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
2,002
shares
|
$624,123
0.4% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Brooktree Capital Management
|
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$623,500
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$623,500
0.03% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$623,500
0.07% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$623,500
0.1% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$623,500
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
1,999
shares
|
$623,188
0.2% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,998
shares
|
$622,876
0.18% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
1,995
shares
|
$621,941
0.1% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
1,992
shares
|
$621,006
0.23% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,991
shares
|
$620,694
0.1% of portfolio
|
Q2 2025
Reduced 8.33%
|